Author Archives: Jillian Perkins

About Jillian Perkins

Communication Manager

Hood to Coast Team Firm Assets Reaches the Finish Line!

Congratulations to the Arnerich Massena Hood to Coast team, Firm Assets! They completed the grueling two-day, 201-mile relay race from Mount Hood’s Timberline Lodge (at 6,000 feet on the southern flank of the mountain) to the Oregon coast, reaching the finish line with a time of 29 hours, 26 minutes, and 17 seconds. We finished 31st of 131 mixed corporate teams and 356th out of 1,050 teams overall! Not only did they reach the finish line, but the team also raised more than $2,000 for the Cole Parker Randall Foundation, in honor of Jeff Van Damme, Kristi Van Damme’s husband, and Don Mirich, Peg Terry’s partner. Read more »

Arnerich Massena Recognized Among Top Ten Corporate Philanthropists (Small Company Category) by The Portland Business Journal

The Corporate Philanthropy Awards presented by The Portland Business Journal “recognize companies who are making a difference in our communities by moving the needle of giving and providing monetary contributions that create change.” We are proud to be named one of the top ten corporate philanthropists in the small company category. Awards will be presented and rankings announced at the upcoming Corporate Philanthropy Awards Luncheon on October 11, 2017. Read more »

Arnerich Massena’s I AM Learning Partnership Donates to Irvington School Supply Drive

Irvington School is hosting its first-ever school supply drive on August 25, 2017 to alleviate school supply costs for Irvington families and classroom teachers. Local businesses donated supplies and funding for the event, organized by Kamelah Adams and Bryan Steelman along with the Irvington PTA and principal Satrina Chargualaf. The supply drive is part of an overall effort to send a message of greater inclusion, community, and belonging among all members of the Irvington School Community.

The I AM Learning Partnership is an important part of that community, and we supported the drive with our own unique donations. Read more »

Arnerich Massena Reaches FAR for Health This Week

Thank you to everyone who has helped us reach FAR for Health in our Hood to Coast fundraiser! We’ve raised more than $1,700 so far for the Cole Parker Randall Foundation.

Arnerich Massena’s Hood to Coast team, Firm Assets, will be putting on their running shoes this Friday for the epic relay race. This year, we are dedicating the race to two of our families who have experienced tragedies over the last six months. In honor of Jeff Van Damme, Kristi Van Damme’s husband, and Don Mirich, Peg Terry’s partner, our team, Firm Assets, is raising money to support the Cole Parker Randall Foundation, which supports families with children facing difficult medical challenges and contributes to ongoing research in pursuit of a cure for spinal muscular atrophy. Learn more about the foundation and why it’s dear to our hearts here. Read more »

Arnerich Massena’s I AM Learning Partnership Wraps Up its First-Ever Summer Community Literacy School

Arnerich Massena’s first-ever summer literacy school was a grand success! First and second-grade students from Irvington, Sabin, Boise-Eliot, and King Schools came to Irvington Elementary School for a six-week long camp hosted by the I AM Learning Partnership and local non-profit Reading Results. The camp was provided at no cost to participating families, and served about 20 children in total. Read more »

Department of Labor Submits a Proposal to Delay the Transition Period and Applicability of the Fiduciary Rule

At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue, acknowledging fiduciary status since our inception and offering independent, unbiased advice to retirement plans. Regardless of the outcome of the rule’s delay, we will continue to acknowledge our fiduciary status and work in the best interest of Arnerich Massena clients and clients’ retirement plan participants.

The Department of Labor’s (DOL) fiduciary rule has met with several delays since it was finalized in 2016. While some of its basic provisions went into effect on June 9, 2017, the remainder looks like it may be delayed once again. On August 9, the DOL gave notice that it submitted a proposed extension for review. The proposal requests an 18-month extension of the applicability dates for several aspects of the regulation, including the core portions of the best interest contract exemption and prohibited transaction exemption. Read more »

The Moral of the Story is: To time the market, you must have a crystal ball, time machine, or fairy godmother

Without a crystal ball (or time machine, fairy godmother, or other magical trick) to predict market movements, even the smartest market timer is likely to miss some of the market’s best days. Just missing the ten best days between 1997 and 2017 would cut your return nearly in half over that time. What’s the moral of this chart? Keep your focus on a long-term investment strategy designed for your risk and return objectives, and stick with it. Read more »

Arnerich Massena Announced as a Finalist for Invest in Others Corporate Philanthropy Award

Arnerich Massena has been named a finalist for the Invest in Others Corporate Philanthropy Award in the advisory firms category. The firm is one of three finalists for this prestigious honor; award winners will be announced at the eleventh annual Invest in Others Gala on September 28 in New York City. The Invest in Others Charitable Foundation will donate $5,000 to the finalists’ charitable causes, and $25,000 to that of the winner. Read more »

Arnerich Massena is Excited to Announce Bryan Shipley, CFA, CAIA, Has Been Named Co-Chief Investment Officer

We are excited to announce that Bryan Shipley, CFA, CAIA has been named co-chief investment officer of the firm. He will serve alongside Tony Arnerich and share the responsibilities of chief investment officer, providing thought leadership and overseeing the firm’s investment strategy. Tony Arnerich has been working with Bryan for many years and has selected him to help drive the company’s investment approach into the future. Mr. Shipley, who joined Arnerich Massena in 2003, has had a key role in the development and maintenance of the firm’s investment philosophy and research process as head of traditional and real assets, and the move to co-CIO is a natural progression of his work. With a distinguished career of more than 19 years, Mr. Shipley is an accomplished and seasoned investment professional.

Photo by Edward Hermanson

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